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收评:沪指一度重回3600 元宇宙概念强势领涨

Comments: the Prev once returned to 3600 yuan and led a strong rise in the concept of the universe.

證券之星 ·  11/24/2021 15:16

  11月24日,三大指数全天小幅震荡,在白酒、银行板块带动下,沪指午后一度重回3600点。光伏、锂电、储能等新能源板块走弱,德业股份封住跌停。服装家纺板块拉升,万里马等8股涨停;注册制次新股高度活跃,中捷精工再度涨停;总体上板块轮动加速,热点持续性较差,个股涨跌参半,沪深两市成交额超1.2万亿元,连续第24个交易日突破万亿。

  截止收盘,沪指涨0.1%,深成指跌0.12%,创业板指跌0.4%。北向资金全天净买入近24亿元,为连续第4个交易日净买入。

  消息面上,据悉,11月22日,河南省发改委印发通知,要求平稳有序推进屋顶光伏发电建设。但作为试点地区的河南邓州市此前已印发通知,严禁企业扰乱当地屋顶试点开发工作。近期,网上流传的湖南常德市发改委《关于暂停新增光伏发电项目备案的通知》也引发热议。

  这份通知提到,根据省发改委《关于开展全省“十四五”风、光资源开发利用规划编制工作的通知》要求,该委组织各区县市申报了“十四五”拟开发的风、光项目。通过初步摸底,各区县市申报项目远远超过电网可消纳能力,经研究决定,全市暂停新增光伏发电项目备案工作(包括地面和屋顶),待明确全市“十四五”拟开发项目后,再行启动。

  已纳入全国整县屋顶光伏试点范围的武陵区除外。今年7月,广东省韶关市也暂缓了部分屋顶光伏项目备案工作。

  就后市而言,银河证券指出,投资者情绪依旧高昂,跨年行情仍有望提前启动,结构性行情将围绕科创和消费交替拉升。科技在经历7月以来的调整后,在政策和制度不断完善多层次资本市场支持科创的背景下,市场主线有望回归具备高景气度、高增长的科技和高端制造领域。

  东北证券表示,业绩真空期,市场对高景气逻辑延续或政策预期明确的赛道更为偏好所致,预计今年新能源、半导体、军工等成长主线仍将引领跨年行情。另外,以当前和未来的盈利增速可将A股分为4个方向,明年高景气延续的行业有电子、电新等,景气边际转好的有汽车、通信、食品饮料、家电等,景气保持低迷主要为地产与银行,景气转弱的为非银。

  安信证券提到,当前重点把握低估值板块估值修复机会,包括低估值小盘股、以及金融地产-非银/银行/地产/建材/家电(政策边际放松,中游成本压力下降)、通信/消费电子(业务转型)、食品饮料(提价预期)等板块估值修复的机会。继续持有以“宁组合”为代表的高景气长赛道,包括光伏、新能车(汽车零部件、锂资源、锂电池)、半导体(高端芯片/设备)、军工等。

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